Description

Simplify your financial life with MoneyWiz.Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software.

MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.

HOW CAN MONEYWIZ HELP YOU?

● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt!

● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting.

● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button!

FEATURES HIGHLIGHT

● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash or Online Banking.

● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)

● TRANSACTIONS ENTRY: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!

● REPORTS: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.

● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.

● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.

● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.

SUBSCRIPTION & PRIVACY NOTICE

To connect to your bank, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.MoneyWiz is integrated with 3rd party data aggregators to provide the Online Banking feature.

My review

Review from

Reviews

3.8

386 total

5 177

4 96

3 32

2 30

1 51

Steve S

I only use it to keep track of some banking accounts but it works very well for that. I really like the app a lot so far.

Amie Hutcherson

I used to love this out because I could enter and keep track with my money on my phone as well as my computer and it seems well but now that's all stopped for some reason my phone won't sync with my computer no changes to any devices or anything no updates available on either one either I thought maybe my phone might be updated but nothing not even an app update

Dennis K. Bethards

Like the sync for mutiple devices and the ease of use.

Yifei Liu

Perfect for monitoring where I spent my money and manage my budget!

Alessandro Gargani

Great app to track budgets and expenses

Ben Hardin

I didn't notice the transaction layout settings, which can make the app look exactly how I'd like it to. I still am not a big fan of the orange icons, and wish the colors could be customized, but this app just got way more usable for me. I love the reporting functionality of this app, exporting, everything functional. I use this app for every transaction that I ever make.

User reviews

Steve S September 3, 2017

I only use it to keep track of some banking accounts but it works very well for that. I really like the app a lot so far.

I used to love this out because I could enter and keep track with my money on my phone as well as my computer and it seems well but now that's all stopped for some reason my phone won't sync with my computer no changes to any devices or anything no updates available on either one either I thought maybe my phone might be updated but nothing not even an app update

I didn't notice the transaction layout settings, which can make the app look exactly how I'd like it to. I still am not a big fan of the orange icons, and wish the colors could be customized, but this app just got way more usable for me. I love the reporting functionality of this app, exporting, everything functional. I use this app for every transaction that I ever make.

Hi Ben,
In MoneyWiz 2 you can modify the information you would like to see first (at glance) as you want. It can be Description or Payee or Category (anything). You just need to properly set it up in Settings -&gt; Transactions Layout menu.
As for crashes, please contact our support at hello@moneywizapp.com so they could help with investigation.

Tom Christiano July 12, 2017

Using both a Mac and android devices, I find this to be one of the best money managers I have used. For me the big thing is the automatic syncing across the devices. That way I can have an accurate accounting on my smartphone. But where they really shine is in their Customer Support. The few times I have contacted them, they were excellent. Took their time to help me through my mistakes and worked with me to be sure that everything ran correctly. Can't say enough good about them, especially Pawel.

Thank you Tom for your kind feedback! We are glad that we were able to help you!

Teddy ANSON July 9, 2017

July 2017 : With the release of version 2.6 many bugs have been sorted. I have been using MW for 18 months now & money management apps for several years, previously two of the other major apps. MoneyWiz is THE money manager, the breadth & flexibility of what is can do is way ahead of the competition - really you should try this, you will see why I am so enthusiastic about it. Bon voyage April 2017 : Becoming the finance & budget manager of choice. Following some frustrating times huge strides have been made, bugs & inconsistencies rectified & MoneyWiz is now evolving into a reliable, user friendly, flexible cross platform utility. Devs are very responsive & hard working which is really paying off. Have used for nearly a year now, a pleasure to use, intelligent & intuitive way to be in control of your accounts, budgeting etc. The leading money manager app. Well done MoneyWiz.

Thank you so much Teddy for your kind feedback and being a loyal MoneyWiz user :)

Anatolii Isaiev July 9, 2017

I installed the app and during first 10 minutes got two ANRs and crash. You got really good features in this app. But such quality makes me stay with YNAB4 for a while. You even didn't spend a minute to have proper handling of permissions introduced with Android M more then two years ago.

Hi Anatoli,
Could you please contact our support at hello@wiz.money and provide with more information? I.e. how much of a data you have in your MoneyWiz app. Do you have any Budgets inside, and how many. Some of these items are currently causing issues, but our developers making fixes already which should be implemented in next updates.

Tom McManus June 30, 2017

Big issues. For some reason, the app automatically synced with budgets which are not mine and my attempts to revert these budgets to initial values are all failing. Why does something like this happen every time there is a software update? Please help!

Hi Tom,
Not sure how it's possible to sync budgets that are not yours. Do you maybe mean that values on Budgets have changed. Because if so, there is currently a bug and we are fixing it already. In case there is something else please provide us with more details. E-mail our support at hello@wiz.money

MoneyWiz hits the sweet spot. It's all the features I want and more, saving loads of time with automated importing, intelligent categorizing and superb budget and report tools. It took a while to get things set up they way I wanted and there were issues along the way. But MoneyWiz was powerful which to LET me change things to the way I wanted and Customer Support is fantastic. I'm sticking with MoneyWiz for the long run. Well done team.

Well, I loved this app even got the hubby on board. We were actually just planning on getting the paid version when 3 weeks ago I stopped being able to access the app on my phone. Still using it on the desktop computer but ehh that's just not as convenient. I have reported the problem 3 times with no response or solution suggestions from the company. I still would love to use the app since it is SO easy to use and keep track of what you spend. LOVE the reconciliation for keeping track of what all has cleared. Anyway get it it is awesome as long as it doesn't crash on you.

Hi Mike, can you please contact our support at hello@moneywizapp.com so they can see why your files won't import. You are currently the first one to report import related issues.

Rubens Silva June 13, 2017

This app could be the best personal finances app on both platforms. I had used it many years ago and today I tried it again. There are two disappoint features: The credit card account does not have closing/open date. It means I have to handle with some numbers to figure out how much I will pay everything month. The second point is it's interface. It's one of the most ugly interface of the personal accounts app I have seen (sorry for my honesty). I still will buy the full app because it's functionalities, such as splitting the categories of each transaction, the charts, and so on. While other apps don't do these features MoneyWiz have some advantages.

Hi Rubens,
We are planning to implement fiscal month feature sometime in MoneyWiz 3. Currently though, there is a way to find out how much exactly you have to pay on your credit card, with the help of reports. You can generate customized reports and select any periods you like.
As for interface, there will be some changes, but again in MoneyWiz 3

Sinan Awad June 27, 2017

Wanted to compare with wallet, but when wanting to sync my bank account, asked for money, and a huge sum. Thanks

Hi Sinan,
Please note, that we use other services to connect to online banking. We pay a fee to these services that establish connection for us, that's why we unfortunately cannot provide with a free trial for online banking feature. However you may purchase a subscription and in case you don't like the sync, you can request for a refund.

Hi Natalie,
Please update MoneyWiz to 2.5.15 version. If it still crashes, please submit a request to hello@moneywizapp.com

Ruslan Ayupov February 20, 2017

Pretty good interface, but...A huge BUT! A lot of problems with synchronization. Also you loose your premium status in the app every month after payment day. So you need to open the app on your computer coz I activated it there. And enter your activation code. So ridiculous. I canceled my subscription and gonna wait for 3d release of the app. I'm still trust to these guys.

We pretty sure it's enough for demo version. However even with 2 accounts, you can manually register as many transactions as you want. You might also take a look at MoneyWiz 2 Standalone app (with dark grey icon). It's a one-time purchase, however it allows you to create as many accounts as you need. It just doesn't provide with Online banking.

Warning ⚠ I have used the original app on ios for a number of years and found it to be very good. I made the mistake of downloading this junk on to my Android phone. The result was that.it has shut down syncing on all my other devices because this is a newer version. I paid for the other apps and now I would need to pay again to upgrade my existing apps. I don't think that that is legal. I have logged the app out of syncbits and removed it from my phone but still cannot sync my original apps. They are now use useless

Hated it You've got the account linking working really good, but that's about it. There's no pretty and easy ways to view anything. Mint is way way better in this regard and so is even level money. I cancelled my trial. If it was as competitive and useful as those and automatically recommended budgets and stuff, I would subscribe yearly in a heartbeat

Really sorry that MoneyWiz did not work for you! So was your major complaint that you could not view details of your accounts in the app easily? We'd love to find out more and improve, can you e-mail us at hello@moneywizapp.com?

Greg Dosser December 18, 2016

Free version worthless I will give Moneywiz 2 a try but after trying to add 4th recurring account I was prompted to pay $60/year. Now I have to uninstall this and reinstall the $4.99 app to see if it will work for me. Please switch to a time based trial. Almost just uninstalled and moved on but will get it a try for $5.

Hi Greg,
Thank you for your feedback. However we believe that current trial version, which allows you to create 2 Accounts, 1 Budget, 3 scheduled and unlimited manual transactions (and import from CSV, QIF, OFX/QFX files) should give a good picture of overall MoneyWiz's functionality.

Agustinus Putra December 21, 2016

Hi, Your bank sync feature does't work on my account!! Can I get refund for my subsribtion???? When I try to connect my bank account, I get error at the end of my sync process, I get this message: "Server Error, You have already used these credentials to connect with this provider." What? I never sucess login before why this issue happend? I try in other device but same issue & message , You must know that I want to subsribe because I need to try bank sync feature and my bank is supported in your list, but??? Thank you for make me frustated!!

Apologies for the issue. We can certainly fix this - can you please e-mail us at hello@moneywizapp.com so we can help.

David Pontius December 11, 2016

Excellent for managing money I finally found something to replace Microsoft Money. This does cash flow forecasting based on scheduled bills and income. It syncs with many banks. Customer service is responsive and they are continuing to improve the program.

Couldn't Live Without It! If I had to choose just one app and absolutely nothing else, this would be it. I know exactly how much money I have and how much I owe at all times. So easy to use and so practical. Outstanding!

Cleanest UI for any register So I've used quite a few checkbook registers and finally settled on this one. This has the cleanest and most well thought out interface out of all of them. The only thing I wish could be better is their syncing between the PC and phone apps. It's buggy and doesn't always sync all the transactions between the two. Otherwise this app is killing it!

Hi Jim,
We might take a deeper look into your syncing issue. Please submit a request with our support team at hello@moneywizapp.com

Matt Schott November 15, 2016

Works. Though if you want more than two accounts (okay fine) or three repeating/scheduled transactions (bigger problem), you have to pay for premium even if you don't care to use their slightly buggy sync system (frequently duplicates transactions) or their bank sync system. Additionally, the ui is clumsy and can be difficult to figure out.

Hi Matt,
Actually you may obtain a standalone version of MoneyWiz 2 which is also available on Google Play Market (the one with dark grey icon). It doesn't require a subscription (it's a one time purchase), and it doesn't provide with Online Banking (in case you don't need that).

Marky-Warren Ipac November 12, 2016

Simple.. Smart.. Sweet.. This app is your one stop shop for everything you need in a money management program. I could write a laundry list of reasons why I believe this app is truly the best, but I won't. You simply have to try it out yourself and your going to love it too. CHECK IT OUT!

Could've been great. The app itself was nice and simple. It worked well but your prices are ridiculous. Besides that, your app isn't even popular but I understand why. Also, there are bugs. I deleted an account and couldn't add a new one because unbeknownst to me, I would need premium to have more than two accounts. I had more than two because I transferred information over from the MoneyWiz 1 app via login backup. It's been a good run though, I would never pay that much just to run a silly app.

Hi Ricky,
Thanks for your feedback. About the amount of accounts - you might consider switching to Purchase Based version of MoneyWiz, which doesn't require a subscription, but which is a one-time purchase. Also we would be happy to hear about the buts you have found in MoneyWiz. Feel free to submit a request to hello@moneywizapp.com

Wes Al October 3, 2016

Frustrating to Get Started Just paid for year subscription but have not been able to use it as it's quite confusing compared to moneybrilliant or any other similar cloud solution. For a paid subscription I expected a faster response. So far have not been able to use it.

Hi there,
Please submit your request to our support team at hello@moneywizapp.com. They will be able to reply you back in less than 24 hours and will be glad to assist with difficulties you have faced so far, while using MoneyWiz.

October 6, 2016

Good Migration y support I moved to MoneyWiz after PocketMoney disapeared. Balance and account migración was easy, and support was great when I accidentally duplicated everything. Totally recommended